$32.85
+0.32 (+0.98%)
USD · as of 2026-08-21 · marketstack
Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MSBI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.9% | −1.8% | +0.8% | +16.6% | +8.2% | +12.0% | +8.1% | −2.4% | — | — | — | — | +59.2% | +12.9% | +46.3pp |
| 2025 | −21.1% | +2.2% | −11.7% | −4.9% | +5.5% | +2.6% | −2.1% | +10.6% | −6.9% | −14.6% | +13.3% | +30.2% | −6.8% | +17.7% | −24.6pp |
| 2024 | −4.7% | −6.1% | +3.2% | −12.9% | +5.1% | −0.3% | +4.8% | −2.7% | −1.7% | +10.9% | +9.5% | −9.1% | −6.7% | +24.9% | −31.6pp |
| 2023 | −4.3% | +3.4% | −17.7% | −6.6% | −1.8% | +2.9% | +17.7% | −4.0% | −7.5% | +6.2% | +4.8% | +22.1% | +9.1% | +26.2% | −17.0pp |
| 2022 | +16.5% | +2.7% | −1.7% | −8.7% | +3.1% | −10.6% | +9.0% | −3.2% | −6.1% | +19.0% | −2.0% | −1.1% | +13.2% | −18.2% | +31.3pp |
| 2021 | +2.9% | +35.0% | +13.2% | +1.6% | −0.1% | −5.7% | −6.3% | +3.9% | −2.3% | +3.8% | −6.2% | +4.2% | +45.1% | +28.7% | +16.4pp |
| 2020 | −8.8% | −8.9% | −26.6% | −7.3% | −5.9% | −0.1% | −5.8% | +5.5% | −12.0% | +16.0% | +15.5% | +5.4% | −34.3% | +18.3% | −52.7pp |
| 2019 | +7.9% | +6.8% | −5.6% | +11.5% | −7.8% | +9.1% | +1.5% | −4.1% | +1.1% | +2.9% | +5.7% | +3.1% | +34.6% | +31.2% | +3.3pp |
| 2018 | −1.2% | −1.6% | +0.7% | −0.2% | +3.7% | +5.6% | −1.7% | +2.9% | −6.8% | −16.0% | −3.0% | −13.9% | −29.2% | −4.6% | −24.6pp |
| 2017 | −6.4% | +4.4% | −2.2% | +0.3% | +1.9% | −4.1% | −5.3% | −3.2% | +3.7% | +2.4% | +3.1% | −2.3% | −8.0% | +21.7% | −29.7pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 10 | 10 | 10 | 10 | 10 | 11 | 11 | 11 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 40% | 60% | 40% | 40% | 60% | 45% | 55% | 45% | 30% | 80% | 70% | 60% |
| Median | −2.7% | +2.5% | −1.9% | −2.5% | +2.5% | −0.1% | +1.5% | −2.4% | −4.2% | +3.3% | +5.2% | +3.6% |
| Best | +16.5% | +35.0% | +13.2% | +16.6% | +8.2% | +12.0% | +17.7% | +10.6% | +4.1% | +19.0% | +28.3% | +30.2% |
| Worst | −21.1% | −8.9% | −26.6% | −12.9% | −7.8% | −10.6% | −6.3% | −4.1% | −12.0% | −16.0% | −6.2% | −13.9% |
| vs SPY ⓘ | −6.6pp | +2.8pp | −3.9pp | −2.2pp | −0.4pp | −2.5pp | −0.2pp | −1.5pp | −1.8pp | +1.6pp | +1.1pp | +1.0pp |
123 monthly observations · 2016–2026 · benchmark SPY